KU31

KU31 is reporting income statements for dividends etc for shares and other securities. Detailed information can be found here: Lämna kontrolluppgifter | Skatteverket

In the Tax Reporting Application, click on Get Excel for KU31.

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This will open the following form.

First, let us look at the Transaction Types that should be selected. For KU31 we should use the transaction types that we have used when doing dividends. The add-on for corporate actions in Bricknode Broker uses the transaction type Default_Payment_Trade_Cash_Dividend.

The next setting is what account types to include. Since you can create your account types in BFS we cannot assume that you have used the default account types so you need to select these.

Once we are happy with the settings we should click on Get Excel. This action will download the Excel file for us.

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